Zixflow Connector for AI agents.
7 live capabilities
Manage your CRM records and sales transactions with natural language.
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Why people use Zixflow
Zixflow for Automated CRM Data Entry
This Connector changes that by letting you talk to your data. You can tell your agent to create a record or update a status while you stay in your chat window. You get a conversational interface for your CRM that actually does the heavy lifting for you.
What Vinkius changes
You turn your CRM into a conversational interface.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 6,100+ Connectors
- Real-world use case 01
Updating a lead after a call
An SDR tells the agent to update the status of a specific record to Warm using `update_collection_record`.
- Real-world use case 02
Onboarding a new client
A manager asks the agent to create a new company record and add it to the Active collection using `create_collection_record`.
- Real-world use case 03
Auditing campaign costs
An ops person asks for a list of recent wallet transactions to check SMS fees using `list_wallet_transactions`.
Complete set · 7capabilities
The complete Zixflow capability set.
These are the exact actions your AI can choose when you ask it to work with Zixflow.
01—04
4 capabilities in this set.
Part of 7 available through Zixflow.
- 01 Capability
List collections
See every data group in your workspace. This lets you understand how your CRM is organized.
- 02 Capability
Create collection record
Add a new person or company to a specific list. This makes it easy to log new leads instantly.
- 03 Capability
Delete collection record
Remove a record you no longer need from a collection. This helps keep your database clean and accurate.
- 04 Capability
List wallet transactions
See your history of payments and deductions. This helps you monitor your campaign spending.
05—07
3 capabilities in this set.
Part of 7 available through Zixflow.
- 05 Capability
Update collection record
Change the details of an existing record. This allows for quick updates to lead statuses or notes.
- 06 Capability
Get record details
Pull up the specific info for a single record. Use this to quickly see status updates or contact info.
- 07 Capability
List collection records
View records in a collection with specific filters. This lets you find exactly what you need in seconds.
Where the request belongs
Work Zixflow can move forward.
For sales ops who spend all day copy-pasting data between capabilities and growth managers who need to keep their lead lists clean.
Sales Development Rep (SDR)
Updating lead statuses and notes during calls without leaving the chat.
Growth Manager
Segmenting new leads and creating company records in bulk during campaign launches.
Sales Ops Lead
Monitoring wallet spending and auditing CRM data hygiene to ensure accuracy.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Bring your own AI
Change the model, client or framework. Keep Zixflow connected.
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Vercel AI SDK
Before you connect
Questions about Zixflow.
The practical details behind the request, access and result.
What does the Zixflow MCP do for my sales team?
It lets your team manage CRM records, lead statuses, and company data through a chat interface. Instead of manual data entry, your team can just tell your AI agent to update information or create new records on the fly.
Can I use Zixflow MCP to update my lead statuses?
Yes. You can ask your agent to change a lead's status, update contact notes, or modify any other field in your collection instantly.
How does Zixflow MCP help with CRM hygiene?
It makes it easy to keep your database clean. You can ask your agent to find and delete old records or unnecessary data without having to search through your CRM manually.
Can Zixflow MCP see my wallet balance?
Yes, it can pull your transaction history and show you recent spending. This helps you monitor your campaign costs and wallet balance in real time.
Does Zixflow MCP support custom filtering?
Yes. You can ask your agent to find specific records based on various criteria, such as status, date, or specific keywords within your collections.
Can I create new contacts with Zixflow MCP?
Absolutely. You can tell your agent to create new people or company records and it will add them to the correct collection for you.
How do I find my Collection ID?
Use the list_collections capability to see all available data sets (e.g., People, Company) in your workspace along with their unique IDs.
Can I filter records by specific field values?
Yes, the list_collection_records capability accepts an optional filter_json parameter where you can specify your search criteria.
Is it possible to track my wallet balance?
Absolutely. Use the list_wallet_transactions capability to retrieve a history of all balance changes and transactions in your Zixflow account.
One connection away
Give your agent a direct line to Zixflow.
Connect Zixflow once. Keep it beside 6,100+ managed Connectors when the next task needs more.
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